Include a Repurchase Buyback Action in a Purchase Invoice

You can also invoice the buyback action via the repurchase contract. See Invoice a Repurchase Action.

Security Note: You need the Allow invoice maintenance security right in the Contracts domain security rights group for this activity.

Activity Steps

  1. Open the Purchase Invoice.
  2. Select the Despatch Orders tab.
  3. Check Use Repurchase Contracts.
  4. Enter the following search criteria as required.
    • Start Date
    • End Date
    • Date Type—Type of date used to search for repurchase actions between the Start Date and End Date. Keep the default setting of Planned Despatch Date, which will search by repurchase action Date.
    • Organisation—Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.
    • Product—Select from the products and brands defined on the Material panel of the Solution Explorer.
    • Transport Type—Select from Train, Vessel, Barge and Truck.
  5. To include a text string in the search criteria:
    1. Select the method to Search By from:
      • Despatch Order Name—If a parent despatch order (PDO) matches the search criteria, the child despatch orders (CDOs) of that PDO also display in the search results.
      • Despatch Name—Train, truck despatch, service trip or shipment.
      • Despatch Number—Despatch Number of a truck despatch or service trip, Consignment Number of a train, or Voyage Number of a shipment.
      • Transport Name—Name of the train, truck, barge or vessel.
    2. Enter the Search Text. Text searches are case-sensitive with SQL databases with a case-sensitive collation and with all Oracle databases.
  6. To sort the search results:
    1. Select the method to Order By from Despatch Order Name, Despatch Order Date, Despatch Name, Contract, Contract Product and Organisation.
    2. Set the Sort Order to be ascending or descending.
  7. Click Search or press F3.
  8. To select repurchase actions, perform any of the following steps.
    1. To include a repurchase action, check Selected.
    2. To exclude a repurchase action, uncheck Selected.
    3. To select all repurchase actions, right-click and select Select All from the menu.
    4. To de-select all repurchase actions, right-click and select Deselect All from the menu.

    Note: Multiple repurchase actions can be in the same invoice if they are for the same organisation.

  9. If this invoice is to contain amended details for the invoice items, check Amendment. An amended invoice will only show the differences from one invoice to the next for the repurchase action.
  10. Click Save.